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An Unparalleled Network of Influence and Impact
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Using market leading experience for a modular approach to preparing the next generation for the responsibility and accountability of leading the Family Office. Then fulfilling a more extensive leadership as the Family Office contributes to wider society.
A practical and theoretical solution to ensuring the next generation have the solid foundations of good health and insightful wellbeing to lead effectively.
A modular approach to providing the next generation with the skills, understanding and insight to assume responsibility for all elements of the financial portfolio of a Family Office.
A bespoke service supporting the planning and execution of the transition to the next generation. Guiding the Principal and team towards a seamless shift across all areas of the Family Office, harnessing the benefits and mitigating any risks.
Bring awareness to what is happening in our lives and highlight positive and negative aspects, from leadership, to our wellbeing and resilience.
Provide the tools and skills enabling our clients to thrive in a VUCA world, empowering them to make sound decisions with a rational decision-making process.
To be at the forefront of any discussion, relationship or interaction and leading from a place of clarity, focus and control.
Our Next Generation Services are your first step to making Leadership & Resilience, Sustainability and Geostrategy central to your family’s future investments, businesses, achievements and legacy. Positioning you to manage related risks while realising vast opportunities.
Talk to an Advisor Today.
© 2023 Itriom Limited. Company Registration Number 134815 Jersey Financial Services Commission. Registered Office 9 Bond Street, St Helier, Jersey, JE2 3NP
ESG Consultant
Alizah is an ESG Consultant and researcher. She supports Itriom developing sustainability related products and services, helping our clients identify potential opportunities for creating positive environmental, social and sustainable impact.
ESG Analyst
Georgie is an ESG Analyst and researcher. She researches trends, develops insights and reports, and writes insight articles on sustainability and ESG related topics to ensure Itriom’s clients are up to date on the latest policy, progress and initiatives to inform the platform and help our clients maximise their positive impact.
Senior Partner
Practice Leader – Leadership & Resilience
Renowned family office thought leader, Tim works with UHNW families to ensure they are fully equipped to deliver their legacies inter-generationally and effectively.
Associate Partner
Practice Leader – Sustainability
Dr. Herb creates methodologies and frameworks for managing, measuring and assessing sustainability performance. His work identifies where maximum impact can be made.
Senior Partner
Practice Leader – Geostrategy
Simon harnesses research, liaison and networks globally to identify opportunities for Itriom, building the knowledge needed to deliver intergeneration legacies for UHNW families.
Managing Partner
Practice Leader – Strategy
